The Team Section in Aligned is a powerful feature designed to help you organize and display your internal team and client collaborators in one centralized place. Whether you want to share your organization chart, or invite clients into your workspace — this section handles it all.
Add Your Organization Chart or Team Information
You have two flexible options for adding your internal team members:
Add to Section
Select this if you simply want to display information about your team members (e.g., roles, departments, responsibilities) without inviting them to the workspace.
Add and Invite
Use this to both display the team member and invite them into the Aligned account as an internal user.
You’ll need to provide their email address.
⚠️ Note: If you’re on a paid plan, inviting teammates as internal users will incur additional charges per seat.
Add Clients to the Team Section
You can also include your clients in the Team section to make collaboration more transparent and personalized.
To add clients:
Enter their email address.
Fill out any additional details (e.g., name, title).
You can preview the invitation email before sending
or directly choose to Add and Invite.
This makes it easy to onboard clients, show them who's involved on your end, and encourage smoother communication.
✅ Best Practices
Use “Add to Section” for people you don’t need to actively collaborate with in-platform.
Use “Add and Invite” for teammates or clients who will participate in rooms or access shared content.
Double-check if your plan supports additional seats before inviting internal users to avoid unexpected charges.